China will clinch the AI race
Energy abundance, open-source models and manufacturing strengths will push Beijing into first place
Energy abundance, open-source models and manufacturing strengths will push Beijing into first place

It has the advantage on both energy and practical application

The world is focused on America’s lead but Beijing has the means, motive and opportunity to pull ahead

As electricity becomes the new oil the developing world may be a forerunner in co-operating with China

The models are akin to studying together to ace a test instead of relying on individual knowledge

Chinese AI models made by groups such as DeepSeek and MiniMax have overtaken US rivals in token consumption

Beijing has long pursued an industrial strategy aimed at acquiring global technology